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Posted by HeyBub on December 16, 2007, 10:35 am
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Gary H. Lucas wrote:
> Hello,
> I am new to this newsgroup, however I have used QuickBooks in past
> jobs, and started with Quicken V1 in my own company back in the 80s.
>
> Our company switched to QuickBooks at the beginning of this year. The
> operations manager was pissed at me for six months because at the end
> of year meeting before moving to QuickBooks, I said they was going to
> screw it up. Well they screwed it up, bad. They allowed people who
> have no idea what a part is, invent part numbers and enter
> descriptions and other data for more than 3,000 parts. None of the
> users had ever used QuickBooks before and they got only cursory
> training in how QuickBooks works, not in how we should be using it. It's
> funny how GIGO (Garbage In = Garbage out) is still true 28 years
> after I bought my first computer!
> We getting ready to implement AllOrders by NumberCruncher, which
> should have been implemented along side QuickBooks right from the
> start. About a month ago the owner came to me and said he realized
> he made a big mistake not turning the task over to me last year, and
> I've been tasked with fixing it.
> I exported all the item data to an Excel file and I have been working
> at correcting all the data. Fixing the descriptions is a huge job,
> but as I've been doing that I have become painfully aware that I may
> have to also fix hundreds of item numbers. Everyone is hoping I can
> pull this off without starting over with a new QuickBooks file. For
> me that hope is fading fast. So I am trying to figure out the best
> path. I'd really like to not have tons of garbage left in our system
> from the initial bad start.
> My preference would be to export all the data I can from the current
> version of QuickBooks, then import all the cleaned up data back into
> a fresh new file. I would then like to carry all current balances
> forward, and possibly reenter all open POs and Invoices, because some
> of them may have parts that got new item numbers. Can anyone suggest
> how much data I might be able to recover and clean up this way?
>
> I also need help with how to use QuickBooks properly. The last time
> I used was about 5 years ago, my needs then were simple, and I am no
> accountant (I'm in engineering). I think I'm the right person for
> the task though, as I have set up these types of systems 3 times in
> the past, and even wrote accounting and manufacturing software in the
> early DOS days.
> We are a company that manufactures large skids of waste water
> treatment equipment. We also install them, making us a contractor as
> well, and employ subcontractors. We also own, install and operate
> systems as a contract service. The people in accounting have been
> creating lots of items to pre-record things they bill customers for
> on a regular basis. I believe they may be doing this the wrong way,
> and that QuickBooks Premier may have better tools for what we are
> doing.
> Over the next couple of weeks I hope to ask some of you here for your
> opinions on how to do some of these tasks as I identify them. I know
> I can call tech support, and cost is not the issue, but I feel that
> people who actually USE the product frequently have better advice.
>
> I am also VERY interested in speaking with anyone currently using
> AllOrders by NumberCruncher! I have ideas on our workflow that I'd
> like to discuss with users.
>
Bring in a QB expert (you can get local names from the QB website) NOW.
You've set up three QB sessions; the QB pro will have set up hundreds.
You're an engineer; the QB pro is likely a CPA or accounting whiz.
You've got forklifts at your plant. I don't doubt you could change a flat
tire, but would you want to tackle an engine rebuild?
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